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Disclosery

GLOBALT Investments LLC / GA: WM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of GLOBALT Investments LLC / GA on WM, newest first. How the timeline and the estimate are built.

GLOBALT Investments LLC / GA held 31,639 WM shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 31,639 shares
    Change vs previous 13F -669 shares

    0.24% of the 13F portfolio, value $7,051,765.

    13F-HR 0002085853-26-000974 filed by GLOBALT Investments LLC / GA
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 32,308 shares
    Change vs previous 13F -5,854 shares

    0.26% of the 13F portfolio, value $7,424,122.

    13F-HR 0002085853-26-000597 filed by GLOBALT Investments LLC / GA
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 38,162 shares
    Change vs previous 13F -1,055 shares

    0.31% of the 13F portfolio, value $8,384,637.

    13F-HR 0002085853-26-000207 filed by GLOBALT Investments LLC / GA
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 39,217 shares
    Change vs previous 13F -576 shares

    0.32% of the 13F portfolio, value $8,660,354.

    13F-HR 0002085853-25-000087 filed by GLOBALT Investments LLC / GA
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 39,793 shares
    Change vs previous 13F -1,835 shares

    0.35% of the 13F portfolio, value $9,105,501.

    13F-HR 0001667731-25-001023 filed by GLOBALT Investments LLC / GA
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 41,628 shares
    Change vs previous 13F -629 shares

    0.39% of the 13F portfolio, value $9,637,202.

    13F-HR 0001667731-25-000602 filed by GLOBALT Investments LLC / GA
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 42,257 shares
    Change vs previous 13F -603 shares

    0.33% of the 13F portfolio, value $8,526,956.

    13F-HR 0001667731-25-000233 filed by GLOBALT Investments LLC / GA
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 42,860 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $8,897,649.

    13F-HR 0001951368-24-000003 filed by GLOBALT Investments LLC / GA
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).